Bio
Credentials
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CISI Masters in Wealth Management (Level 7)
The Chartered Institute for Securities & Investment (The CISI)Dec, 2013- Apr, 2026 -
CISI Investment Advice Diploma (Level 4)
The Chartered Institute for Securities & Investment (The CISI)Dec, 2011- Apr, 2026 -
Investment Management Certificate (Level 3)
CFA UKSep, 2010- Apr, 2026 -
Prince2 Agile Foundation Certificate
PeopleCertJan, 2024- Apr, 2026
Experience
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SBI Digital Asset Holdings
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London, England, United Kingdom
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Strategic Advisor
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Nov 2022 - Feb 2023
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London, England, United Kingdom
New subsidiary of SBI Group operating and building digital asset-related businesses (sbidah.com). SBI Group is a top 10 diversified financials conglomerate listed on the Japanese Stock Exchange.
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Japan
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Financial Services
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100 - 200 Employee
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Chief Of Staff
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Oct 2021 - Jul 2022
• Oversaw cross-functional company-wide initiatives on behalf of the CEO• Introduced objective setting and results tracking via Company & Departmental OKRs across four entities• Led quarterly TownHalls with CEO• Set new mission, vision and values with leadership to outline clearer strategy and culture• Worked with leaders to package and communicate key initiatives (e.g. launch of new products) in a format that resonated with general employees• Provided decision support through data gathering, analysis and presenting considerations to relevant stakeholders
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Head of Corporate Planning
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Oct 2020 - Dec 2021
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Japan
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Financial Services
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1 - 100 Employee
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Deputy Chief Information Officer, Head of Corporate Planning
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May 2020 - Oct 2020
Regulated fintech company (brandname: Liquid) with cryptocurrency trading & listing platform.• Built and introduced framework for departmental KPIs• Constructed 3 year projections covering six business lines, four new products, and US JV
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Corporate Planning Executive
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Oct 2018 - Apr 2020
• Presented weekly overview to management covering KPIs, competitors and new product launches• Managed Product Metric Dashboards in Tableau to track user health, product health, exchange, and growth
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Fintech Association of Japan
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Within 23 wards, Tokyo, Japan
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Event Coordinator
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Jul 2018 - Oct 2018
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Within 23 wards, Tokyo, Japan
Association promoting open innovation in Japanese fintech industry by cooperating with domestic, international, and government organizations. • Working on two-day annual conference (2-5k attendees) in Tokyo, Japan
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Tibidabo.tech
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Tokyo, Japan
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Market Research Lead
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Jun 2018 - Oct 2018
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Tokyo, Japan
Artificial Intelligence firm providing investment decisioning solutions to institutional investors. • Conducted market sizing and competitor analysis
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Spencer Stuart
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London, United Kingdom
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MBA Summer Intern
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Aug 2017 - Sep 2017
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London, United Kingdom
Executive search and leadership consultant• Wrote FinTech research piece analysing the future of asset management given the rise of robo-advisors
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United Kingdom
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Financial Services
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700 & Above Employee
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Investment Manager
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Jun 2015 - Sep 2016
FTSE 250 Private Client Wealth Management firm, £41bn assets under management• Managed client investment portfolios, directed investment strategies and built client relationships• Part of project team designing and implementing new CRM system• Active role in design and implementation of client journeys (client onboarding, client servicing)• Conducted existing business process gap analysis
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Assistant Investment Manager
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Feb 2014 - Jun 2015
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Trainee Investment Manager
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Oct 2010 - Feb 2014
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Ruffer LLP
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London, United Kingdom
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Intern
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Jan 2010 - Feb 2010
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London, United Kingdom
• Spent one week with European Fund supervised by a Research Analyst and European Investment Director; one week with Private Client Team under an Investment Manager and Investment Director.
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Ski Instructor
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Nov 2008 - Apr 2009
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Switzerland
• Worked 5 months as a ski instructor teaching private lessons in French, Italian and English.
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Education
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INSEAD
Master of Business Administration (M.B.A.) -
2004 - 2007University of Durham
Bachelor's Degree, Combined Honours in Arts -
1999 - 2004The King's School Chester
High School -
Durham University
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Durham University
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Industry Focus. “Financial Services”
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